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Helios Technologies
HLIO

Overview Fund Activity

165 hedge funds and large institutions have $1.58B invested in Helios Technologies in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
61
Reduced
51
Closed
22
Calls
$402K
Puts
$32K
Net Calls
+$370K
Net Calls Change
+$770K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$162M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$54.1M
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$13.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.6M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
CVA
3
Ceredex Value Advisors
Florida
$34K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.56M
5
SI
5
Sapience Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$8.14M 134,128 – –
Federated Hermes
27
Federated Hermes
Pennsylvania
$7.23M 132,787 +90,088 +211%
Morgan Stanley
28
Morgan Stanley
New York
$6.74M 123,732 -13,041 -10%
TAM
29
Thematics Asset Management
France
$6.59M 121,000 +121,000 New
SEI Investments
30
SEI Investments
Pennsylvania
$5.58M 102,502 +10,266 +11%
SAM
31
Silvercrest Asset Management
New York
$5.32M 97,770 +97,770 New
Citadel Advisors
32
Citadel Advisors
Florida
$5.21M 95,661 +30,795 +47%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$5.16M 94,748 -14,621 -13%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$4.75M 87,246 +15,041 +21%
Swiss National Bank
35
Swiss National Bank
Switzerland
$4.27M 78,500 +1,500 +2%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.86M 70,913 -12,830 -15%
Two Sigma Investments
37
Two Sigma Investments
New York
$3.73M 68,450 +21,149 +45%
GIP
38
Granite Investment Partners
California
$3.54M 64,983 +64,983 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$3.48M 63,948 -569 -0.9%
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
$3.4M 62,397 -2,831 -4%
RCMC
41
RK Capital Management (Colorado)
Colorado
$3.24M 59,500 -61,400 -51%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$3.01M 55,200 +12,100 +28%
RJA
43
Raymond James & Associates
Florida
$2.73M 50,199 -2,094 -4%
AACP
44
Advantage Alpha Capital Partners
California
$2.73M 50,172 +50,172 New
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$2.63M 48,387 -4,067 -8%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.41M 44,254 +3,500 +9%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.37M 43,487 +1,090 +3%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$2.27M 41,736 +2,358 +6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.25M 41,286 +483 +1%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$2.21M 40,618 +5,200 +15%
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